Ishares Tr core div grwth shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $21M | 335k | 61.34 |
| 2024-09-30 | $15M | 238k | 62.69 |
| 2024-06-30 | $13M | 221k | 57.61 |
| 2024-03-31 | $11M | 190k | 58.06 |
| 2023-12-31 | $9.7M | 180k | 53.82 |
| 2023-09-30 | $7.3M | 147k | 49.53 |
| 2023-06-30 | $7.4M | 144k | 51.53 |
| 2023-03-31 | $8.2M | 164k | 49.99 |
| 2022-12-31 | $6.3M | 127k | 49.99 |
| 2022-09-30 | $5.4M | 121k | 44.47 |
| 2022-06-30 | $5.5M | 116k | 47.63 |
| 2022-03-31 | $6.5M | 122k | 53.41 |
| 2021-12-31 | $7.4M | 134k | 55.58 |
| 2021-09-30 | $6.6M | 131k | 50.24 |
| 2021-06-30 | $6.7M | 130k | 51.68 |
| 2021-03-31 | $5.3M | 109k | 48.26 |
| 2020-12-31 | $4.6M | 103k | 44.82 |
| 2020-09-30 | $4.0M | 102k | 39.79 |
| 2020-06-30 | $3.8M | 101k | 37.60 |
| 2020-03-31 | $3.1M | 96k | 32.59 |
| 2019-12-31 | $3.6M | 85k | 42.06 |
More positions owned by Regent Peak Wealth Advisors
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